EV Industry

Toyota, Honda and Nissan typically need four to five years for a new model, more than twice China's pace. Now Nissan wants a 2028 SUV in three years and a month, Suzuki aims for about two years by 2030, Honda's 'Triple Half' halves time, cost and workload, and Toyota is cutting parts.

As of August, about 61 million passenger cars in China had Level 2 driver assistance, and about 15 million of them had navigate-on-autopilot (NOA), China's CAICT said at the World Intelligent Connected Vehicles Conference. MIIT also floated new standards and a second batch of L3 pilots.

Japan's EV subsidy shrinks from January, Tesla Japan adds V2L, Toyota's Arene gets a guardrail, BYD's Seagull seats five, and NIO's Firefly goes 560 km. The week on EVX News in five stories and one number.

VW Anhui launched the ID. UNYX 09 on Oct. 24, a 5-meter electric fastback with Xpeng's Turing chip and VLA driver assistance, a 92-kWh CATL LFP pack and up to 755 km of CLTC range, priced from 179,900 yuan (about $26,900), or 169,900 yuan (about $25,400) in a Double 11 deal.

NIO's Firefly launched a 60-kWh pack on Oct. 23 that lifts CLTC range from 420 km to 560 km with no change in size or weight. It starts at 136,800 yuan, and existing owners can upgrade through a battery swap for 17,000 yuan.

ACEA's official September figures show Tesla registered 68,776 cars across the EU, EFTA and the U.K., up 72.5%, for a 5.0% share. Tesla beat BYD for the month, though BYD still leads the year, and EVs took 29.9% of the EU market.

Huawei's Yinwang signed a deal with CATL and CAES to link Qiankun driver assistance with CATL's Chocolate swap network, so cars can find a station, drive in and swap in 99 seconds. Five swap models are reportedly due in 2027.

BYD's new Seagull is 425 mm longer, seats five, switches to rear-wheel drive and adds 5-minute flash charging on upper trims, with China prices from 65,900 yuan.

Japan will pay roughly 60% to 80% of today's CEV subsidy for EVs first registered from Jan 1, 2027. A Tesla Model 3 or Model Y drops from ¥1.27 million to ¥762,000, so registration timing now matters.

Subaru showed its first in-house EV prototype in Tochigi: 380 kW all-wheel drive, 0–100 km/h in under 4 seconds, and a development process cut to about a year.